On-Demand Online Course
(available on Udemy)

Transform Your M&A Process and Increase Your ROI

What You'll Gain

  • A revamped M&A approach aligned with best practices

  • Practical strategies to increase your M&A ROI

  • Tips to build a robust M&A pipeline and evaluate potential targets

  • Techniques for effective due diligence and negotiation

  • Strategies for successful post-merger integration

5 Stages of M&A Success

This course breaks down the M&A process into five critical stages:

  1. Strategy Formulation and M&A Pipeline Development

  2. Initial Discussions with Target and LOI

  3. Business Case and Due Diligence

  4. Negotiation and Closing of the M&A Deal

  5. Post-Closing Adjustments and Integration

Streamlined Lessons

About 4 hours of video-guided lessons and downloads of helpful material

Check-Ins

At the end of each M&A stage to apply the best practices in your company

Unique Feature: Action-Oriented Check-Ins

At the end of each stage, you'll participate in a structured check-in session. Here's what makes these sessions invaluable:

  • Compare your current approach to best practices

  • Identify gaps and opportunities in your M&A process

  • Develop specific, actionable plans to improve your approach

This iterative process ensures that you're not just learning – you're actively transforming your M&A strategy throughout the course.

About Michael

  • Originally from Europe/Austria, I moved to North America many years ago

  • Broad background: Ph.D. Communications, MBA, Master of Science in Accounting, Elijah Watt Sells Award for CPA exam, executive education at Wharton, 5 languages

  • More than 20 years as CFO in international companies, managed finance, manufacturing, SCM, legal, HR, IT, PMO, and public relations

  • Extensive work with mergers and acquisitions

Money-Back Guarantee

If you don’t like the course, I will refund 100% of your money. No questions asked.

Lessons and Modules

  • Welcome and Introduction

    • Welcome to the Course

    • How to Increase the ROI on M&A - Intro to Check-Ins

  • Phase 1 - Strategy Formulation and M&A Pipeline Development

    • M&A Strategy Formulation

    • M&A Target Pipeline Management

    • Check-In 1: Increase Your ROI on M&A

  • Phase 2 - Initial Discussions with Target and LOI

    • Phase 2 - Initial Discussions with Target and LOI

    • Check-In 2: Increase Your ROI on M&A

  • Phase 3 - Business Case and Due Diligence

    • Business Case

    • Due Diligence Overview

    • Due Diligence Specific Areas

    • Check-In 3: Increase Your ROI on M&A

  • Phase 4 - Negotiation and Closing of the M&A Deal

    • Phase 4 - Negotiation and Closing of the M&A Deal

    • Check-In 4: Increase Your ROI on M&A

  • Phase 5 - Post-Closing Adjustments and Integration

    • Purchase Price Adjustment and Allocation

    • Integration of the Target Company

    • Check-In 5: Increase Your ROI on M&A

  • Transform Your M&A Approach to Increase ROI

    • Thank You! And Keep in Touch